Teamwork Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Teamwork Financial Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-15,988	Closed	-$1.34M	–	215
2022 Q2	$1.34M	Buy	15,988 +3,843	+32%	+$350K	0.29%	66
2022 Q1	$1.23M	Buy	12,145 +2,718	+29%	+$271K	0.23%	87
2021 Q4	$1.01M	Buy	9,427 +34	+0.4%	+$3.55K	0.19%	120
2021 Q3	$924K	Sell	9,393 -4	-0%	-$404	0.18%	101
2021 Q2	$928K	Buy	9,397 +1,887	+25%	+$181K	0.19%	102
2021 Q1	$688K	Sell	7,510 -1,777	-19%	-$159K	0.16%	121
2020 Q4	$801K	Buy	9,287 +1,148	+14%	+$93K	0.19%	97
2020 Q3	$614K	Buy	8,139 +5,235	+180%	+$391K	0.19%	102
2020 Q2	$202K	Buy	+2,904	New	+$190K	0.07%	180

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Teamwork Financial Advisors's ITOT Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 15,988 shares — an estimated $1.34M sold.

Teamwork Financial Advisors first reported a position in ITOT in Q2 2020 and held it in 9 quarters. The position peaked at $1.34M in Q2 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

Teamwork Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 15,988 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $1.34M.
Teamwork Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and held it in 9 quarters.
Teamwork Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.34M in Q2 2022.
978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.